Integrated Advisors Network LLC Reduces Stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Integrated Advisors Network LLC lessened its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 7.6% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 11,123 shares of the company’s stock after selling 913 shares during the period. Integrated Advisors Network LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $582,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of DFAT. Corient Private Wealth LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 0.4% during the 4th quarter. Corient Private Wealth LLC now owns 2,748,722 shares of the company’s stock valued at $143,841,000 after buying an additional 10,299 shares during the period. Fortress Wealth Management Inc. grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 33.4% during the 4th quarter. Fortress Wealth Management Inc. now owns 26,701 shares of the company’s stock worth $1,397,000 after purchasing an additional 6,687 shares during the period. Pioneer Wealth Management Group increased its position in shares of Dimensional U.S. Targeted Value ETF by 59.9% during the 4th quarter. Pioneer Wealth Management Group now owns 57,606 shares of the company’s stock worth $3,015,000 after purchasing an additional 21,580 shares during the last quarter. SC&H Financial Advisors Inc. lifted its position in Dimensional U.S. Targeted Value ETF by 0.6% in the fourth quarter. SC&H Financial Advisors Inc. now owns 67,509 shares of the company’s stock valued at $3,533,000 after buying an additional 433 shares during the last quarter. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in Dimensional U.S. Targeted Value ETF by 1.7% in the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 848,654 shares of the company’s stock valued at $44,410,000 after buying an additional 14,586 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $51.47 on Tuesday. The firm has a 50-day simple moving average of $52.51 and a two-hundred day simple moving average of $51.83. The stock has a market cap of $9.53 billion, a PE ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 1-year low of $42.53 and a 1-year high of $54.64.

Dimensional U.S. Targeted Value ETF Profile

The Dimensional U.S. Targeted Value ETF (DFAT) is an exchange-traded fund that mostly invests in extended market equity. The fund is an active, tax-managed fund that seeks to provide long-term capital appreciation from a portfolio of US mid- and small-cap value stocks. DFAT was launched on Dec 11, 1998 and is managed by Dimensional.